Investment Steward Masterclass
Our Investment Steward Masterclass has been designed for you
A one-day course designed for Investment Stewards in
governance or management roles, builds upon our new
Investment Steward Essentials Training Course as well
as the existing AIF and IGE Training Courses, focusing
on the practical implementation of best practice
investment governance standards.
Each Masterclass will focus upon one of the four
steps in the global best practice standard for
Investment Stewards developed by Broadridge
(Fi360).
For the 2026 Fiduciary Week, the focus will be on the Organize step and how to build effective, high-trust relationships between a Board, management, and external advice. The course will mainly comprise interactive scenarios designed to represent commonly encountered issues an investment steward will face. Attendees will be provided with electronic copies of the course and supporting materials. Course attendance also qualifies for CE hours for AIF® holders
Learning Outcomes
Learning Outcomes
- Assess: Learn ways to undertake, and present, Level One Self-Assessments (SAFE) to identify opportunities for improvement.
- Prioritize: Learn how to create and maintain annual task priorities and to short list topics in order to build governance capability.
- Fiduciary File: Learn to develop and to maintain a practical fiduciary file.
- Fiduciary Calendar: Understanding which issues and topics should be included in an annual plan of activities
Benefits
This course can help you:
- Improve board dynamics
- Increase fiduciary standard of care
- Better documentation of processes
- Better service provider interaction
- Demonstrate trustworthiness
Benefits
Copyright All Rights Reserved © 2025 | Asia Pacific Association for Fiduciary Studies (APAFS)